Parkwoods Wealth Partners, LLC

We're excited to welcome Gessner Wealth Strategies to Parkwoods Wealth Partners!

Michelle Gessner, CFP®, has spent over a decade helping Houston-area families feel confident about their financial futures. For her clients, nothing changes about the relationship you already know and trust, you'll just have more resources behind you.

Learn more on our blog: https://parkwoods.com/gessner-wealth-strategies-joins-parkwoods-wealth-partners/

We're excited to share that Sandra Wilkins has joined Parkwoods Wealth Partners as Client Relationship Manager in our Nashville office.

Sandra brings more than forty years of financial services experience, including nearly thirty years at KraftCPAs and Kraft Asset Management and, most recently, Client Services Manager at Insight Strategic Wealth in Knoxville.

Welcome, Sandra!

Learn more about Sandra here:
https://parkwoods.com/about-us/sandra-wilkins/

Tomorrow! We’re hosting a free webinar on the SpaceX, OpenAI, and Anthropic IPOs – and what history tells us about how newly public companies tend to perform after all the excitement fades.

📅 Monday, July 27th at 2:00 p.m. ET
Can’t attend live? Register anyway and we’ll send you the recording.
Save your seat: https://go.parkwoods.com/big-ipos

Everyone’s talking about the first-day pop when a company like SpaceX goes public.

Almost nobody’s talking about what happens six months later – and as a group, newly public companies have a long history of giving a lot of that excitement back.

We’ll dig into the evidence in a free 30-minute webinar this Monday with our CIO, Bob French, CFA.

📅 Monday, July 27th at 2:00 p.m. ET
Register here: https://go.parkwoods.com/big-ipos

Meet David Nash, MBA, CFP®, Wealth Advisor at Parkwoods.

David helps clients make the financial decisions that actually matter – tax timing, estate mechanics, equity compensation, and the planning that quietly compounds over years. In our latest spotlight, he shares what clients can expect when they work with him and what keeps him energized about this work.

👉 Read the full spotlight: parkwoods.com/meet-david-nash

You can do everything right – diversify, save consistently, keep costs low – and still have a portfolio that isn't as tax-efficient as it could be.

The reason often comes down to asset location: which investments are held in which accounts. It's not a glamorous topic, but over the long term it can affect how much of your returns you actually get to keep.

In our latest webinar, Bob French, CFA, breaks down how different account types create different tax outcomes, and what to look for in your own portfolio.

About 30 minutes, available on-demand: https://parkwoods.com/webinar-recording-tax-leak/

Most of us think about what we invest in. Fewer think about where we hold those investments.

If you have a brokerage account, a 401(k), and maybe a Roth IRA, the question of which investments sit in which account can affect the after-tax returns you keep over time.

That's the topic of our latest webinar. Bob French, CFA, walks through how asset location works, why it matters, and how to think about the accounts you already have.

About 30 minutes, available on-demand: https://parkwoods.com/webinar-recording-tax-leak/

Market swings are uncomfortable. That doesn’t mean they require a response.

One of the most valuable things a financial plan does is give you a framework for staying on course when headlines make it feel like you should be doing something.

parkwoods.com/long-term-investing-during-market-volatility/

Saving for retirement is hard work. Spending confidently in retirement turns out to be harder than most people expect.

The shift from accumulation to income isn’t just financial – it’s emotional. We wrote about what that transition actually looks like, and what helps.

parkwoods.com/spending-confidence-retirement

If something happened to you tomorrow, would your spouse know where to start?

Not just accounts and passwords – but who to call, which decisions have already been made, what’s settled and what’s still assumed.

We put together a simple guide for couples to think through this together. It’s free and takes about 20 minutes.

go.parkwoods.com/something-happened-tomorrow